Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Timeline
Generic

Rupali Gupta

Gurugram

Summary

Seasoned Business Analyst with background in converting complex data into actionable insights to drive decision-making processes. Skilled in analyzing trends, crafting detailed reports, and enhancing business operations through technology solutions. Demonstrated ability to work collaboratively across teams to implement improvements, leading to increased efficiency and productivity.

Overview

7
7
years of professional experience

Work History

Assistant Manager

KPMG India
Gurugram
04.2024 - 10.2024
  • Led and managed the client feedback process, optimizing data collection and analysis using CRM and .NET tools, resulting in significant efficiency improvements
  • Spearheaded the automation of feedback collection, leveraging Agile sprints to deliver incremental improvements in accuracy and speed
  • Collaborated with IT to develop and conduct UAT for a new automated feedback tool, streamlining the survey distribution and client feedback collection process
  • Analyzed feedback to identify risks and improvement areas, providing senior leadership with actionable insights that led to corrective measures and enhanced service quality
  • Conducted root cause analysis to identify underlying issues affecting process efficiency, collaborating with stakeholders to develop actionable solutions that addressed the core problems and improved operational performance
  • Utilized data-driven insights to pinpoint areas of improvement, helping to resolve recurring challenges and implement effective changes for long-term process optimization
  • Designed and implemented revenue growth programs, conducting workshops and facilitating cross-service line collaboration to develop Go-To-Market (GTM) strategies
  • Created analytical reports using Power BI, providing actionable insights for enhancing customer satisfaction and business performance
  • Developed a churn analysis framework to identify at-risk clients and implemented retention strategies
  • Analyzed market trends and conducted risk assessments to identify opportunities, evaluate wins and losses, and provide strategic recommendations
  • Facilitated client discussions to uncover new business opportunities and aligned solutions with organizational capabilities
  • Authored Process Design Documents (PDDs) and Business Requirement Documents (BRDs) for the Voice of Customer (VoC) initiative, ensuring alignment with stakeholder requirements
  • Acted as the Market Point of Contact (POC) for the ESG service line, coordinating market-related activities and driving stakeholder alignment
  • Conducted risk assessments, managed compliance processes, and analyzed market trends to evaluate opportunities, wins, and losses
  • Collaborated with cross-functional teams and facilitated client meetings to uncover and develop new business opportunities

Senior Executive

KPMG India
Gurugram
07.2022 - 03.2024
  • Planned and executed sales operations projects, including firm-wide feedback processes at engagement and account levels
  • Owned the Voice of Customer (VoC) program, streamlining manual processes through automation
  • Worked with senior leadership to address sales operations challenges, provide market insights, and tailor solutions to business needs
  • Procured and integrated vendors into CRM systems to enhance program efficiency
  • Evaluated project performance to ensure compliance with budgets, standards, and deadlines
  • Prepared and delivered project performance analyses, ensuring adherence to budgets and timelines

Senior Process Specialist

AXA XL India
Gurugram
04.2020 - 06.2022
  • Managed workflows between regional leaders, account consultants, and risk consultants, ensuring seamless service delivery across EMEA, APAC, and NAPC regions
  • Built and maintained strong relationships with global stakeholders, including clients in the pharmaceutical, automotive, and retail sectors
  • Trained and mentored new teams across the U.S., APAC, and Europe, improving account management capabilities
  • Led the review and validation of requests, ensuring data accuracy and completeness

Process Specialist

AXA XL India
Gurugram
10.2017 - 03.2020
  • Provided end-to-end support in account management, including system setup, survey scheduling, and report management
  • Account management task wherein we set up accounts in the system and schedule their surveys with preloaded XML work
  • Maintaining survey reports, Boiler & Machinery reports, infrared reports, and CAD drawings
  • Uploading recommendations in the system and following up with clients on those recommendations
  • Providing or removing clients' access to the website so they can visit it on the web and check the survey reports
  • Assisting account consultants in preparing presentations for the clients with the account, construction occupancy protection exposure data, recommendations, and location surveys
  • Delivered comprehensive data for report writing and prepared client-facing presentations
  • Managed client access and followed up on survey recommendations to maintain operational efficiency

Education

PGDM - Business Administration and Management

Narsee Monjee Institute of Management Studies
03.2020

BA - Economics honours

Satyawati College, Delhi University
06.2017

CBSE -

General Raj's School
03.2013

Skills

  • Strategic Leadership
  • Business Analysis
  • Process automation
  • Data Analytics & Reporting (Power BI)
  • Risk & Compliance Management
  • Cross-Functional Collaboration
  • Client relationship building
  • Project Management
  • Global Operations
  • MS Word
  • Excel
  • Power Point
  • CRM management
  • Team Leadership
  • Analytical reporting
  • Operational Management
  • Business Development
  • Sales Operations
  • Relationship Management
  • Communication and Influencing
  • Training & Development

Affiliations

Project Management Certification, LinkedIn Learning

Timeline

Assistant Manager

KPMG India
04.2024 - 10.2024

Senior Executive

KPMG India
07.2022 - 03.2024

Senior Process Specialist

AXA XL India
04.2020 - 06.2022

Process Specialist

AXA XL India
10.2017 - 03.2020

PGDM - Business Administration and Management

Narsee Monjee Institute of Management Studies

BA - Economics honours

Satyawati College, Delhi University

CBSE -

General Raj's School
Rupali Gupta